Description

As many firms strive to reach a level of providing CFO services for their clients, many are unsure what that looks like. In this session, two firms providing Virtual CFO services for their clients will share what those services look like.

In this session the speakers will discuss:
• How they win this type of business and what’s critical for success in this area
• How technology helps enable them to provide strategic insights for their clients

Speaker(s):

• Kevin Cumley, CPA, CGMA, Director, Accountants Program, Sage Intacct
• Paula Saidy, CPA, CGMA, Partner, MGO
• Sharon Berman, CPA, CGMA, Principal, Rehmann
• Jennifer Warawa, Executive Vice President, Partners, Accountants & Alliances, Sage